Executive Business Review (EBR) template

What is an Executive Business Review (EBR) template?

An Executive Business Review (EBR) template is a structured framework designed to help customer success and account management teams conduct impactful, data-driven executive meetings with clients.

Instead of a dull presentation filled with metrics, this template helps turn EBRs into strategic conversations that strengthen partnerships, align goals, and drive long-term customer success.

What’s inside the template?

The Executive Business Review (EBR) template includes all the key components needed for a productive and engaging EBR:

1. Introduction
2. Review of past performance
3. Customer feedback and concerns
4. Product updates and roadmap
5. Strategic recommendations
6. Q&A
7. Next steps and conclusion

How to use the template

1. Prepare your data – Gather customer usage metrics, support data, and feedback to present a meaningful review.
2. Follow the structured agenda – Use the provided sections to guide discussions and ensure all key areas are covered.
3. Encourage open dialogue – Capture customer insights, address concerns, and discuss upcoming opportunities.
4. Set actionable next steps – Conclude with a clear action plan that drives mutual success and accountability.
5. Follow up post-EBR – Document the meeting outcomes and track progress on key initiatives.

Download your Executive Business Review (EBR) template

Executive Business Review (EBR) template

Executive Business Review (EBR) template Guess what? EBRs don’t have to be a snoozefest of metrics and corporate jargon. Done right, these executive touchpoints can take your customer relationships from “meh” to 11/10. Here’s the tea: EBRs are like a progress report on your partnership’s progre…

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